Diversify Advisory Services’s NVIDIA NVDA Stock Holding History

Diversify Advisory Services’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93.9M	Sell	448,932 -673,066	-60%	-$123M	14.34%	1
2025 Q4	$209M	Buy	1,121,998 +49,698	+5%	+$9.25M	6.61%	2
2025 Q3	$222M	Sell	1,072,300 -20,900	-2%	-$3.64M	7.45%	1
2025 Q2	$200M	Buy	1,093,200 +279,147	+34%	+$35.1M	7.66%	1
2025 Q1	$88.7M	Sell	814,053 -136,261	-14%	-$17.3M	5.54%	2
2024 Q4	$129M	Sell	950,314 -26,326	-3%	-$3.63M	7.12%	2
2024 Q3	$140M	Buy	976,640 +85,747	+10%	+$10.1M	7.54%	1
2024 Q2	$117M	Buy	890,893 +162,073	+22%	+$16.4M	6.41%	1
2024 Q1	$65.9M	Buy	+728,820	New	+$52.8M	3.88%	2

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Advisory Services's NVDA Position: Q1 2026 in Review

Diversify Advisory Services reduced its NVIDIA (NVDA) stake by 60% in Q1 2026, selling an estimated $123M and leaving 448,932 shares worth $93.9M. The position accounts for 14.34% of the portfolio, ranked #1.

Diversify Advisory Services first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $222M in Q3 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Diversify Advisory Services held 448,932 shares of NVIDIA worth $93.9M as of Q1 2026.
Diversify Advisory Services sold 673,066 NVIDIA shares in Q1 2026, an estimated $123M.
NVIDIA made up 14.34% of Diversify Advisory Services's portfolio in Q1 2026, its #1 holding.
Diversify Advisory Services first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's NVIDIA position peaked at $222M in Q3 2025.
5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.